Williams Jones Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
15,020
-409
| -3% | -$57.6K | 0.03% | 184 |
|
|
2025
Q1 | $1.8M | Buy |
15,429
+100
| +0.7% | +$11.7K | 0.02% | 190 |
|
|
2024
Q4 | $1.93M | Sell |
15,329
-1,021
| -6% | -$128K | 0.02% | 190 |
|
|
2024
Q3 | $1.7M | Sell |
16,350
-941
| -5% | -$98.1K | 0.02% | 212 |
|
|
2024
Q2 | $1.68M | Buy |
17,291
+207
| +1% | +$20.1K | 0.02% | 208 |
|
|
2024
Q1 | $1.61M | Sell |
17,084
-1,193
| -7% | -$112K | 0.02% | 215 |
|
|
2023
Q4 | $1.7M | Sell |
18,277
-4,909
| -21% | -$458K | 0.02% | 203 |
|
|
2023
Q3 | $1.89M | Sell |
23,186
-2,970
| -11% | -$243K | 0.03% | 198 |
|
|
2023
Q2 | $2.23M | Sell |
26,156
-13,239
| -34% | -$1.13M | 0.03% | 188 |
|
|
2023
Q1 | $3.46M | Buy |
39,395
+1,307
| +3% | +$115K | 0.05% | 157 |
|
|
2022
Q4 | $3.24M | Buy |
38,088
+288
| +0.8% | +$24.5K | 0.05% | 158 |
|
|
2022
Q3 | $2.99M | Buy |
37,800
+4,922
| +15% | +$389K | 0.05% | 165 |
|
|
2022
Q2 | $2.5M | Buy |
32,878
+5,254
| +19% | +$400K | 0.04% | 192 |
|
|
2022
Q1 | $2.41M | Sell |
27,624
-5,546
| -17% | -$485K | 0.03% | 189 |
|
|
2021
Q4 | $3.26M | Buy |
33,170
+835
| +3% | +$82K | 0.04% | 163 |
|
|
2021
Q3 | $3.15M | Sell |
32,335
-40
| -0.1% | -$3.89K | 0.04% | 164 |
|
|
2021
Q2 | $2.97M | Buy |
32,375
+3,991
| +14% | +$366K | 0.04% | 172 |
|
|
2021
Q1 | $2.2M | Buy |
28,384
+10,603
| +60% | +$823K | 0.03% | 186 |
|
|
2020
Q4 | $1.22M | Buy |
17,781
+9,111
| +105% | +$625K | 0.02% | 213 |
|
|
2020
Q3 | $419K | Sell |
8,670
-1,800
| -17% | -$87K | 0.01% | 289 |
|
|
2020
Q2 | $506K | Buy |
+10,470
| New | +$506K | 0.01% | 261 |
|